Overview
This guide explains how to enable Custom Charges and add a custom charge to a supported transaction in Moon Invoice.
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Part 1: Enable Custom Charges
Step 1: Open the Moon Invoice Application
- Open the Moon Invoice application.
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Step 2: Open the App Settings
- Click the Settings icon in the top-right corner.
- Select App Settings.
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Step 3: Enable Custom Charges
- Select the required transaction module, such as Invoice, from the left panel.
- Open Summary.
- Enable Custom Charges.
- Repeat the same process for other supported Sales or Purchases modules where Custom Charges are required.
- Click Save.
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Part 2: Add Custom Charges
Step 1: Open the Transaction
- Navigate to the required Sales or Purchase transaction, such as an Invoice.
- Open an existing transaction or create a new transaction.
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Step 2: Open Custom Charges
- Find Add Custom Charges in the transaction.
- Click Add Custom Charges.
- Click the + icon to add a new custom charge.
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Step 3: Add a Custom Charge
- Enter the required details:
- Charge Name
- Charges
- Click Save.
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Step 4: Select the Custom Charge
- Select the newly added custom charge from the Manage Custom Charges list.
- Click Save.
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Important Notes
- Custom Charges must be enabled from App Settings before they can be added to a transaction.
- Make sure the correct transaction module is selected when enabling the option.
- Enter the correct Charge Name and Charges before saving.
- Review the selected custom charge before saving the transaction.
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Expected Result
The Custom Charges option is enabled for the selected transaction module, and the selected custom charge is added successfully to the transaction.
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